Aurelia Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aurelia Capital Advisors, Inc. provides discretionary portfolio management and customized investment strategies to individuals, families, related tax and estate planning entities, and small institutions. The firm notes a $100,000 account minimum and does not serve lower-net-worth (non‑HNW) individual clients, per its disclosures.
The firm constructs portfolios primarily using mutual funds and ETFs and applies a blend of fundamental analysis, technical analysis, and quantitative models; it may also engage unaffiliated independent managers for specialized expertise. Accounts are typically managed on a discretionary basis with quarterly and annual reviews, and the firm discloses limited use of AI-enabled administrative tools to support operations.
Compared with peers, Aurelia is a very small, recently formed adviser managing roughly $1.45 million across about a dozen client relationships under a single advisor who brings over 25 years of industry experience. The firm does not accept proxy‑voting authority, maintains client assets with an independent custodian (and discloses custodial benefits received), and does not charge performance-based fees or participate in soft‑dollar arrangements.
Client services
Expertise
Fee options
$0 - $150,000: 1.25% $150,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001+: Negotiated
Account minimum: $100,000
Main office
Atlantis FL
Advisors at this office
1
Most active in
Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")